Bug 452386 - Payee should be able to be matched on memo
Summary: Payee should be able to be matched on memo
Status: REPORTED
Alias: None
Product: kmymoney
Classification: Applications
Component: importer (show other bugs)
Version: 5.1.2
Platform: Other Linux
: NOR wishlist
Target Milestone: ---
Assignee: KMyMoney Devel Mailing List
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2022-04-08 03:16 UTC by Jonatan Cloutier
Modified: 2022-04-08 03:16 UTC (History)
0 users

See Also:
Latest Commit:
Version Fixed In:


Attachments

Note You need to log in before you can comment on or make changes to this bug.
Description Jonatan Cloutier 2022-04-08 03:16:13 UTC
When importing using ofx file, as bank formats are all mixed up and sometimes even in a single file. It would be helpful to be able to match a payee on either the "name" or the "memo" field. I currently have in a single account transaction that looks like.

      <NAME>FEES                           
      <MEMO>SHOP NAME 
...
      <NAME>INTERETS          
      <MEMO>10.00

I know there is the option when manually importing an ofx file to select the payee field, but as I need both in the same import, it doesn't really help.
Furthermore, I almost never manually import it using "webconnect" and having kmymoney open from the downloaded file which doesn't let me choose that value.

As a side suggestion, when importing using memo field, the name field should be saved as memo otherwise we sometimes lose an information.